Can I track time against clients?

Timesheets arrive with the Project Management module, which is in development for Business plans. Until then, tasks and notes record work done per client.

Is KztOne suitable for a law or accounting firm?

Yes for client management, proposals, billing and communication. Matter-specific or statutory features are not included; many firms use KztOne alongside their specialist tools.

Can clients accept a proposal online?

Yes. Quotations have a hosted page with an accept button; acceptance moves the deal and can create the retainer invoice.

Which plan should a five-person consultancy choose?

Starter covers 3 users; Growth covers 10 and adds the advanced builder, approvals and custom reports. Most five-person firms start on Growth.

KztOne for Professional Services

From proposal to retainer to renewal, with every client conversation in one place

Services firms sell time and trust. KztOne tracks the pipeline, sends proposals clients can accept online, bills retainers automatically and keeps every email, call and document on the client record.

Start free for 7 days See pricing

Industry: Professional Services
Modules: 9 highlighted
Templates: 4 preinstalled
Trial: Every feature for 7 days

Win the work

Leads from your website and referrals land in a pipeline with stages that match how you sell. Proposals and quotations go out from the deal, are viewed on a hosted page, and a follow-up runs if they go quiet.

Pipeline with probabilities and forecasts
Proposals with online acceptance
Automatic follow-up on unanswered proposals
AI-drafted proposal text from your service catalogue

Bill without chasing

Recurring invoices bill retainers monthly; milestone invoices bill projects; reminders chase overdue balances by email and WhatsApp. Clients pay online and receipts go out automatically.

Recurring invoices (Starter and above)
Pay now links on every invoice
Statements and ageing per client
Expense recharges attached to invoices

Serve clients with context

Appointments with reminders, documents attached to the client, a portal where clients see invoices and request work, and an AI assistant that summarises a client's history before a meeting.

Appointment reminders by WhatsApp
Contracts and deliverables on the client record
Client portal (Business and above)
Projects, tasks and timesheets coming soon

What you get

Shorter sales cycles: Proposals tracked and followed up automatically.
Predictable cash: Retainers bill and chase themselves.
Better client experience: Every conversation and document in one record.

Features this setup leans on

CRM & Contact Management
One record per customer with every email, WhatsApp message, order, invoice and note on a single timeline.
Free plan and above
Sales Pipeline & Deals
Visual pipelines with stages, values, probabilities and expected close dates, plus forecasts from real history.
Free plan and above
Sales Management
Quotations, orders and invoices in one flow, from the first quote to the final payment.
Free plan and above
Invoicing
Professional invoices and quotations with hosted payment pages, reminders and recurring billing.
Free plan and above
Appointment Scheduling
Book meetings, consultations and site visits, with reminders by WhatsApp and email.
Starter and above
Document Management
Store invoices, contracts, receipts and files against the customer, order or deal they belong to.
Free plan and above
Project Management
Projects with tasks, deadlines, teams, budgets and progress tied to the customer and the invoice.
Business and aboveComing soon
AI Business Assistant
Ask questions about your business in plain language and get answers, reports and drafts from your real data.
Free plan and above
Customer & Supplier Portals
Customers see orders, invoices and tickets; suppliers confirm orders, without a KztOne login.
Business and above

Workflows switched on for you

Each one is a When, If, Then rule you can read, test and edit. They start paused until you turn them on.

Quote not answered in 3 days → follow up
Three days after a quote is sent, if the customer hasn't answered, email them a friendly nudge and give the salesperson a call task.
When quote sent · 4 actions
Deal won → customer, onboarding task, welcome email
When a deal is won, mark the contact as a customer, create the onboarding task and send a welcome email.
When deal won · 3 actions
Invoice overdue → reminder + tell the owner
When an invoice becomes overdue, send the customer a polite reminder with the pay link (email and WhatsApp) and tell the owner.
When invoice overdue · 2 actions
Weekly sales summary on Monday morning
Every Monday at 7am, email the owner last week's sales by channel with the change on the week before.
When on a schedule · 1 action

Questions

Can I track time against clients?: Timesheets arrive with the Project Management module, which is in development for Business plans. Until then, tasks and notes record work done per client.
Is KztOne suitable for a law or accounting firm?: Yes for client management, proposals, billing and communication. Matter-specific or statutory features are not included; many firms use KztOne alongside their specialist tools.
Can clients accept a proposal online?: Yes. Quotations have a hosted page with an accept button; acceptance moves the deal and can create the retainer invoice.
Which plan should a five-person consultancy choose?: Starter covers 3 users; Growth covers 10 and adds the advanced builder, approvals and custom reports. Most five-person firms start on Growth.

See it with your own data

Create a workspace, import your records and try every feature free for 7 days.

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